PBRS REST API Overview and Documentation Index
Understand what the PBRS REST API can automate and find the guide for your task.
Review status: Draft for Development and Support review. Routes and models labelled validation required must be tested against the supported PBRS build before publication.
What the PBRS REST API does
The PBRS REST API allows an approved external application to work with PBRS through HTTP requests and JSON responses. It is intended for server-side integrations, administrative tooling, enterprise schedulers, deployment processes, and controlled portals that need to trigger or configure reporting without relying entirely on the PBRS desktop interface.
The API runs as a Windows service on the PBRS server. The documented default API base address is http://[pbrsserver]:9000/api, although the host, port, protocol, firewall rules, and security configuration must follow the deployment approved for your environment.
Documented capability areas
- Check whether the API and PBRS scheduler are available, and start or stop the scheduler through administrative operations.
- Traverse PBRS folders and resolve schedule identifiers from a folder path, schedule name, and schedule type.
- Discover configured Power BI accounts, workspaces, reports, dashboards, report visuals, paginated reports, and SSRS accounts.
- Execute existing schedules synchronously or asynchronously, monitor their status, inspect the execution queue, check free execution threads, and attempt cancellation.
- List and retrieve Power BI and paginated-report single schedules.
- Create Power BI schedules and Power BI paginated-report schedules, including the documented bulk paginated-schedule workflow once its canonical route is confirmed.
- Update Power BI single schedules and add, update, or delete email destinations.
- Configure Power BI filters, paginated parameters, rendering settings, recurrence, and Power BI visual data-only Excel exports.
- List, retrieve, create, and delete Power BI package schedules, including documented data-driver and group-by-email settings.
- Export schedule definitions through the PBRS interface using the REST API workflow.
- Support PBRS collaboration and failover configurations when all server and database prerequisites are met.
Choose the right guide
| Task | Guide |
|---|---|
| Install the API and create an API client | Install and Configure the PBRS REST API |
| Obtain and use an access token | Create API Clients and Authenticate with the PBRS REST API |
| Run a schedule from an application | Quick Start Execute and Monitor a PBRS Schedule |
| Find accounts, reports, folders, visuals, or schedules | Discover PBRS Accounts Reports Folders Visuals and Schedules |
| Create or update a schedule | Create and Update Power BI and Paginated Report Schedules |
| Configure report behavior | Configure Power BI Filters Paginated Parameters and Rendering |
| Export visual data into a workbook | Export Power BI Visual Data to Excel with the PBRS REST API |
| Manage email delivery and file formats | Manage Email Destinations and Output Settings |
| Create multi-report or recipient-driven work | Create Package and Data Driven Schedules |
| Move a schedule definition | Export and Migrate PBRS Schedule Definitions |
| Operate services, capacity, queue, or failover | Operate the PBRS Scheduler Execution Queue Collaboration and Failover |
| Diagnose a failed integration | Troubleshoot the PBRS REST API |
Use the validated contract
Use the Postman collection that matches the installed PBRS build while developing an integration. Several older public examples contain inconsistent routes, request methods, and property spellings. Do not copy a disputed example into production code until Development has confirmed it for the target build.
Security: Keep API client secrets, user credentials, and access tokens on trusted servers. Do not expose them in browser code, tickets, screenshots, source control, or application logs.
Use this documentation set
Start with installation and authentication, then follow a task guide. Use the endpoint, model, error and version references when implementing production code.
| Capability area | Coverage | Publication status |
|---|---|---|
| Authentication, discovery and execution | Task guides plus reference articles | Verify by supported build |
| Power BI and paginated schedules | Create, retrieve, update and parameter-update guidance | Some lifecycle operations require validation |
| Email destinations and data-only Excel | Dedicated task guides | Version and output limits must be stated |
| Packages, data-driven schedules and migration | Task guides and migration playbook | Data-driver schemas require validation |
| Operations and recovery | Monitoring, queue and recovery runbooks | Build-sensitive actions are labelled |
Capability boundaries
The API can execute any supported existing PBRS schedule type listed in the execution guide. That does not mean the API can create, update, or delete every schedule family or destination. The verified authoring contract currently covers Power BI single schedules, Power BI paginated schedules, Power BI package schedules, email destinations, and the support-evidenced paginated-parameter update. Treat other PBRS product capabilities as separate from the public REST API contract until Development validates an endpoint.
| Capability | What is established | What still requires validation |
|---|---|---|
| Execution | Single/data-driven, automation, package, event and event-package aliases are documented | Build-specific permissions and cancellation behavior |
| Authoring | Power BI, paginated and package creation; Power BI update; email-destination lifecycle | Complete CRUD matrix, SSRS and bulk operations |
| Destinations | Email-destination authoring is documented | Authoring endpoints for disk, SharePoint, FTP and other PBRS destinations |
| Operations | Service, queue, capacity, collaboration and failover operations are documented | HTTPS topology, permissions, limits and version boundaries |
Documentation standard: Record the PBRS build used for verification, test in a non-production environment, redact credentials and customer data, and confirm the saved PBRS state after every write.